+148.7%
C vs IBIT
+53.5%
+95.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | -2.4% | -1.1% | -1.3% | -2.2% |
| 30D | -6.0% | -9.2% | +3.2% | -4.4% |
| 3M | -10.5% | +17.5% | -28.1% | -13.3% |
| 6M | -5.7% | -7.2% | +1.5% | -4.9% |
| YTD | +4.1% | -13.6% | +17.8% | +5.2% |
| 1Y | +20.5% | -25.1% | +45.6% | +24.3% |
| All | +148.7% | +53.5% | +95.2% | +134.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IBIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling